2026 Call Report Preparation

February 23-24, 2026 - Continuous
Virtual
9:00 a.m. - 12:00 p.m., each day

This webinar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the practical application of the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affects risk-weighted assets and regulatory capital calculations. Insights into current and upcoming revisions, accounting changes, how to get the most out of technology tools available, strategies for sharing preparation responsibilities, training a knowledgeable backup, and reporting challenges arising from changing regulatory rules.
 
 
Program Presenter
Danielle Damon (CIA), Manager, Wipfli
Danielle Damon (CIA) is a Manager in Wipfli's financial institutions practice. She works with financial institution clients as a consultant in the areas of operations, process improvements, customized gap analysis, and Call Report preparation, review and training. Danielle's experience includes over 25 years of working in the financial institutions industry. She uses this experience to evaluate processes, understand risk and regulations, develop solutions, considering the internal control environment, to provide customized process updates and training to lead financial institutions to success.

 
Audience
Call report preparers and reviewers including regulatory reporting specialists, staff accountants, controllers, internal auditors, CFOs, and financial analysts.
 

Registration Fees LIVE

Asset Size/Fees
$25 mil & under: $350
$26 mil - $100 mil: $450
$101 mil - $250 mil: $550
$251 mil - $400 mil: $750
$401 mil - $750 mil: $950
$751 mil - $1 bil: $1,250
Over $1 billion: $1,550
Assoc. Members: $950
Non-members: $3,100

**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to education@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.

*We understand circumstances arise requiring cancellation - if you cancel up to 5 business days before the program, your registration fee will be refunded.
*Any transmission, retransmission or republishing of the audio or video portion of the seminar is strictly prohibited.
Live purchase includes 30-day replay access. All options will include the written materials.